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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	200.5
	Alphabet Inc	115.1
	Transdigm Group Inc	112.2
	Amazon Com Inc	106.9
	Facebook Inc	81.3
	Lam Research Corp	68.8
	Charter Communications Inc /MO/	65.6
	ASML Holding NV	63.6
	Moodys Corp /DE/	40.9
	Dragoneer Growth Opportunities Corp	29.7

Holdings by Sector ($M)

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